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Side-by-side financial comparison of CARTERS INC (CRI) and Datadog (DDOG). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $757.8M, roughly 1.3× CARTERS INC). Datadog runs the higher net margin — 4.9% vs 1.5%, a 3.4% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -0.1%). Datadog produced more free cash flow last quarter ($318.2M vs $-144.1M).
Carter's, Inc. is a major American designer and marketer of children's apparel. It was founded in 1865 by William Carter.
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
CRI vs DDOG — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $757.8M | $953.2M |
| Net Profit | $11.6M | $46.6M |
| Gross Margin | 45.1% | 80.4% |
| Operating Margin | 3.8% | 1.0% |
| Net Margin | 1.5% | 4.9% |
| Revenue YoY | -0.1% | 29.2% |
| Net Profit YoY | -80.1% | 2.1% |
| EPS (diluted) | $0.32 | $0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $953.2M | ||
| Q3 25 | $757.8M | $885.7M | ||
| Q2 25 | $585.3M | $826.8M | ||
| Q1 25 | $629.8M | $761.6M | ||
| Q4 24 | — | $737.7M | ||
| Q3 24 | — | $690.0M | ||
| Q2 24 | — | $645.3M | ||
| Q1 24 | — | $611.3M |
| Q4 25 | — | $46.6M | ||
| Q3 25 | $11.6M | $33.9M | ||
| Q2 25 | $446.0K | $2.6M | ||
| Q1 25 | $15.5M | $24.6M | ||
| Q4 24 | — | $45.6M | ||
| Q3 24 | — | $51.7M | ||
| Q2 24 | — | $43.8M | ||
| Q1 24 | — | $42.6M |
| Q4 25 | — | 80.4% | ||
| Q3 25 | 45.1% | 80.1% | ||
| Q2 25 | 48.1% | 79.9% | ||
| Q1 25 | 46.2% | 79.3% | ||
| Q4 24 | — | 80.5% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 80.9% | ||
| Q1 24 | — | 82.0% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | 3.8% | -0.7% | ||
| Q2 25 | 0.7% | -4.3% | ||
| Q1 25 | 4.1% | -1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 2.0% |
| Q4 25 | — | 4.9% | ||
| Q3 25 | 1.5% | 3.8% | ||
| Q2 25 | 0.1% | 0.3% | ||
| Q1 25 | 2.5% | 3.2% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 6.8% | ||
| Q1 24 | — | 7.0% |
| Q4 25 | — | $0.13 | ||
| Q3 25 | $0.32 | $0.10 | ||
| Q2 25 | $0.01 | $0.01 | ||
| Q1 25 | $0.43 | $0.07 | ||
| Q4 24 | — | $0.14 | ||
| Q3 24 | — | $0.14 | ||
| Q2 24 | — | $0.12 | ||
| Q1 24 | — | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $184.2M | $401.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $864.6M | $3.7B |
| Total Assets | $2.5B | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $401.3M | ||
| Q3 25 | $184.2M | $540.6M | ||
| Q2 25 | $338.2M | $489.0M | ||
| Q1 25 | $320.8M | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $337.4M | ||
| Q2 24 | — | $411.0M | ||
| Q1 24 | — | $282.2M |
| Q4 25 | — | $3.7B | ||
| Q3 25 | $864.6M | $3.4B | ||
| Q2 25 | $853.9M | $3.2B | ||
| Q1 25 | $847.2M | $2.9B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | — | $6.6B | ||
| Q3 25 | $2.5B | $6.1B | ||
| Q2 25 | $2.5B | $5.8B | ||
| Q1 25 | $2.3B | $6.0B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.1B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-128.0M | $327.1M |
| Free Cash FlowOCF − Capex | $-144.1M | $318.2M |
| FCF MarginFCF / Revenue | -19.0% | 33.4% |
| Capex IntensityCapex / Revenue | 2.1% | 0.9% |
| Cash ConversionOCF / Net Profit | -11.04× | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $327.1M | ||
| Q3 25 | $-128.0M | $251.5M | ||
| Q2 25 | $40.3M | $200.1M | ||
| Q1 25 | $-48.6M | $271.5M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $164.4M | ||
| Q1 24 | — | $212.3M |
| Q4 25 | — | $318.2M | ||
| Q3 25 | $-144.1M | $234.7M | ||
| Q2 25 | $24.1M | $184.9M | ||
| Q1 25 | $-59.0M | $262.8M | ||
| Q4 24 | — | $257.5M | ||
| Q3 24 | — | $220.3M | ||
| Q2 24 | — | $160.0M | ||
| Q1 24 | — | $198.1M |
| Q4 25 | — | 33.4% | ||
| Q3 25 | -19.0% | 26.5% | ||
| Q2 25 | 4.1% | 22.4% | ||
| Q1 25 | -9.4% | 34.5% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | — | 24.8% | ||
| Q1 24 | — | 32.4% |
| Q4 25 | — | 0.9% | ||
| Q3 25 | 2.1% | 1.9% | ||
| Q2 25 | 2.8% | 1.8% | ||
| Q1 25 | 1.6% | 1.1% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 2.3% |
| Q4 25 | — | 7.02× | ||
| Q3 25 | -11.04× | 7.42× | ||
| Q2 25 | 90.37× | 75.58× | ||
| Q1 25 | -3.13× | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | — | 4.42× | ||
| Q2 24 | — | 3.75× | ||
| Q1 24 | — | 4.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRI
| Sales Channel Directly To Consumer | $362.3M | 48% |
| Sales Channel Through Intermediary | $283.8M | 37% |
| Other | $110.4M | 15% |
| Gift Cards | $1.3M | 0% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
